Wissen und Inspirationen zum Mitnehmen

Artikel & Paper

Hier finden Sie spannende Inhalte zum Thema Wealth Management. Wir setzen uns regelmäßig mit Branchentrends und -themen auseinander und teilen die wichtigsten Erkenntnisse in Artikeln oder Thought Papers mit Ihnen!

Report

Swiss WealthTech Landscape Report 2024

Discover the essential strategies for enhancing advisory process efficiency in Delia Steiner's insightful contribution to the Swiss WealthTech Landscape Report.

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Report

UK WealthTech Landscape Report 2024

Explore the pivotal themes pertaining to wealth management in 2024, including opportunities arising from the retirement gap in the United Kingdom.

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Report

UK WealthTech Landscape Report 2023

While the report spotlights the UK financial landscape as a whole, Christopher Baxter's contribution focuses on the great wealth transfer and its implications for the advisory business.

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Report

Wie aus Sparern Anleger werden

Unsere Studie erforscht die Anlage-Aversion in der Schweiz, nennt Gründe und zeigt auf, wie Sparer durch ihr Finanzplanungsangebot erfolgreiche Anleger werden.

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The great wealth transfer
Whitepaper

The Great Wealth Transfer

This whitepaper helps wealth managers to understand different generational demands and tailor strategies and advice to the unique needs and goals of each generation.

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Report

UK WealthTech Landscape Report 2022

Christopher Baxter's contribution in The Wealth Mosaic's UK WealthTech Landscape Report looks at the complexity and advantages of cash flow planning advice.

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The-Wealth-Mosaic-I-Swiss-WealthTech-Landscape-Report-2022
Report

Swiss WealthTech Landscape Report 2022

Interested in the benefits and challenges embedded wealth could bring to your business? Then discover Delia Steiner's article.

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Whitepaper

Modulare Vermögensverwaltung

Dieses Whitepaper beleuchtet, warum digitale, modulare Vermögensverwaltung das Potenzial hat, das Ankerprodukt im Investmentgeschäft zu werden!

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Whitepaper

Cash flow planning

Discover how an integrated cash flow planning solution provides a perfect, future-proof foundation for comprehensive, client- and adviser-friendly cash flow planning services.

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Whitepaper

Modern technology in wealth management

This whitepaper points out how a partner approach provides a fruitful basis for financial service providers to establish a resilient brand.

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Whitepaper

Customer Success Management

This whitepaper elucidates why Customer Success Management and Managed Services are the perfect match to maximise customer value!

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Whitepaper

Embedded wealth management

This whitepaper covers everything you need to know to benefit from the embedded wealth management opportunity!

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E-Book

Hyper Personalisation

This e-book illustrates how hyper-personalisation in wealth management can succeed. Particular emphasis is placed on solving the complex ESG issue.

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Whitepaper

The solution design process

This whitepaper covers the importance of quality and speed in the solution design process to reduce project risks and time to market!

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Whitepaper

Future wealth management

Discover how to ensure that your wealth management services meet the requirements of future generations.

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Report

Swiss WealthTech Landscape Report 2021

Read our article "A new path to innovation for banks – getting it right from the ground up" and learn how banks can innovate within their company.

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Report

The rise of ESG in wealth management 2021

As part of The Wealth Mosaic's "The rise of ESG in wealth management" report, Christian Neuenhaus provides his view on the relevance and applicability of ESG in wealth management.

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Paper_digitale_Vermoegensverwaltung_EN_aixigo
Thought Paper

Swiss Private Banking

Discover the opportunities provided by technology to combine the best of two worlds – traditional wealth management and robo advisors – and how this can be turned into a personalised and tangible service.

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Paper_digitale_Vermoegensverwaltung_DE_aixigo
Thought Paper

Swiss Private Banking

Erfahren Sie, welche Möglichkeiten Technologie bietet, das Beste aus zwei Welten – der klassischen Vermögensverwaltung und dem Robo Advisor – zu vereinen und wie hieraus eine erlebbare Dienstleistung entsteht.

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Paper_Financial_Planning_DE_aixigo
Thought Paper

Disrupt Financial Planning

Erfahren Sie, wie Sie Ihr Financial Planning Angebot auf ein neues Level heben können. Lesen Sie, wie durch Nutzung der Methodiken des Portfolio Managements auch das Financial Planning zum 365-Tage-Service wird.

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Thought Paper

Disrupt Financial Planning

Learn how to take your financial planning services to the next level. Find out how financial planning can become a 365-day service by applying portfolio management methodologies.

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Article

Gartner Hype Cycle

Learn more about Gartner's "Hype Cycle for Digital Banking Transformation 2021", the "Roboadvisor 2.0" technology and its opportunities as well as its practical application at aixigo.

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Article

5 steps to digitise your Wealth Management

Lesen Sie jetzt unseren Artikel “5 steps to digitise your Wealth Management Services” und erhalten Sie praktische Tipps zur kreativen Ideenfindung und wie sie von der Produktvision zu Ihrem ersten Prototypen gelangen.

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Article

5 steps to digitise your Wealth Management

Read our article "5 steps to digitise your Wealth Management Services" to get valuable tips on creative ideation and how to get from a product vision to your first prototype.

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Seien Sie mit unserem Newsletter immer über die neuesten Branchenthemen informiert und erfahren Sie zuerst alle Neuigkeiten aus dem aixigo-Universum.

Success Story BNP Paribas

Hier erhalten Sie Einblicke in die Zusammenarbeit von BNP Paribas und aixigo.

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Die Herausforderung

„BNP Paribas Wealth Management – Private Banking“ strebte an, sich zu einer zukunftsbereiten Privatbank der nächsten Generation weiter zu entwickeln. Gesucht war daher eine digitale Plattform, welche die Anforderungen der Anlageberatung und des diskretionären Portfolio Managements (DPM) erfüllt und gleichzeitig individuelle Kundenpräferenzen berücksichtigt.

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Das Ergebnis

Mit seiner API-basierten hoch-performanten Wealth Management Platform hat aixigo die Basis zur Lösung dieser Herausforderung bereitgestellt. Das Ergebnis ist ein neues Portfolio Management System, welches das Beste aus Anlageberatung und diskretionärem Portfolio Management verbindet.

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Seien Sie immer über die neuesten Branchenthemen und Neuigkeiten aus dem aixigo-Universum informiert.
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